Sponsor portfolio
MCDONALD PARTNERS LLC
EIN 20-2714559financial servicesLatest filing 2024
Plans
1
Retirement
1
$7.5M assets
Welfare
0
Participants
41
1301 E 9TH STREET SUITE 3700 - CLEVELAND, OH 44114216-912-0573mcdonald-partners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCDONALD PARTNERS LLC 401(K) PLAN | 401k | $7.5M | 41 | 2024 |
Retirement plans